Mark discusses whether to use digital displays or print documents for client meetings, emphasizing that the choice depends on the technology available. He suggests using large, touchscreen monitors to display multiple reports simultaneously, allowing for easy interaction and visibility, especially for older clients. Without such technology, he recommends sticking with printed reports for clarity and practicality.
FREE WEBINARS
for all Financial Advisors
All Times in US-Pacific
Client Service
Paper vs. Electronic Reports: Financial Advisor Mastery
Most Courses, Videos, Webinar Replays & Other Resources are included with a FREE MEMBERSHIP. No spam, no credit card, cancel anytime. Click the button below to join for free or find out more.
Responses